See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,961 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.12% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,327 | $5,256-55.7% | $4,695-50.5% | $4,876-52.3% |
| Participant deferral / active EE | $3,703 | $6,630-44.1% | $6,247-40.7% | $5,439-31.9% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |